Your First Snapshot¶
A snapshot is a point-in-time capture of your Zendesk configuration. Think of it like taking a photo of your entire setup — every trigger, automation, macro, view, custom field, SLA policy, group, brand, schedule, and ticket form.
What Gets Captured?¶
When you run a sync, Configly retrieves:
| Object Type | What It Includes |
|---|---|
| Triggers | All triggers with their conditions, actions, and status |
| Automations | All automations with their time-based conditions and actions |
| Macros | All macros with their actions and restrictions |
| Views | All views with their filter conditions and column settings |
| Ticket Fields | Custom fields on tickets with their options |
| User Fields | Custom fields on user profiles |
| Organization Fields | Custom fields on organizations |
| SLA Policies | All SLA policies with their targets and conditions |
| Groups | Agent group definitions |
| Brands | Brand configurations |
| Schedules | Business hour schedules |
| Ticket Forms | Ticket submission form configurations |
Configly only reads this data — it never modifies your Zendesk configuration.
Running Your First Sync¶
Guided First-Sync Experience¶
If this is your first sync for a connection, Configly provides a guided experience:
- Click "Sync Now" from the dashboard
- A progress view appears showing each configuration type being retrieved
- Each type shows its status: pending, syncing, done, or error
- Real-time counts display as items are fetched
- When complete, a celebration screen shows your results
The celebration screen displays:
- Total items found across all types
- Badges for each configuration type with individual counts
- Buttons to "Explore your configuration" or "Compare snapshots"
Subsequent Syncs¶
After your first sync, clicking "Sync Now" runs a standard sync without the guided experience. You'll see a progress indicator showing which object types are being retrieved.
What Happens During a Sync?¶
- Configly connects to your Zendesk instance using your OAuth token
- Fetches all configuration types (triggers, automations, macros, etc.)
- Creates a snapshot with a timestamp
- Extracts dependencies between objects (what triggers use which fields)
- Shows you the results — total count and breakdown by type
Understanding the Results¶
After a sync completes, you'll see updated counts on the dashboard. Each configuration type card shows:
- Total count — how many objects of that type exist
- Active count — how many are currently active/enabled
Viewing Your Configuration¶
Browse by Object Type¶
Click any configuration type card on the dashboard to see a list of all items. You can:
- Filter by active/inactive status
- Search by name
- Sort by position or last updated
- View full details including conditions, actions, and dependencies
Search Across Everything¶
Press Cmd+K (Mac) / Ctrl+K (Windows/Linux) to open the global search:
- Search across all configuration types at once
- Find specific triggers, macros, or fields by name
- Results are grouped by object type with preview text
- Click a result to jump directly to its detail page
See Dependencies¶
Click on any object to see:
- What it uses — fields, groups, tags referenced
- What uses it — which triggers/automations reference this field
Learn more about dependencies →
How Often Should I Sync?¶
It depends on how frequently you change your Zendesk configuration:
| Frequency | Best For |
|---|---|
| After every change | When actively configuring Zendesk |
| Daily | Active environments with frequent changes |
| Weekly | Stable environments |
| Before major changes | Create a snapshot to compare against later |
There's no limit on how many snapshots you can create.
Comparing Snapshots¶
Once you have multiple snapshots, you can compare them to see:
- What was added
- What was removed
- What was modified
Each snapshot shows its date and time along with relative time (e.g., "2 hours ago") so you can quickly identify when changes occurred.
Snapshot History¶
All your snapshots are stored and accessible at any time. You can compare any two snapshots — they don't need to be consecutive.
Next Steps¶
Now that you have your first snapshot:
- Compare snapshots to track changes over time
- Explore dependencies to understand relationships
- Try What-If Mode to simulate changes safely
- Browse your configuration on the dashboard
Troubleshooting¶
"Sync failed"¶
This usually means Configly couldn't connect to Zendesk. Possible causes:
- Your OAuth token expired — click "Refresh Token" on your connection
- Zendesk is down or experiencing issues
- Your Zendesk account permissions changed
"Some object types failed to sync"¶
Configly syncs each object type independently. If one fails (e.g., rate limiting), the others will still complete successfully. The sync results will show which types succeeded.
Try syncing again after a few minutes.